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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIDELIS CAPITAL PARTNERS, LLC74,761$41.4M4.4%+3,63513F-HRTimeline
KELLEHER FINANCIAL ADVISORS73,297$41.2M16.41%-6,73913F-HRTimeline
Patriot Financial Group Insurance Agenc…73,192$41.1M5.52%-2,85513F-HRTimeline
Keystone Financial Services72,989$41M15.63%-10,77513F-HRTimeline
Latko Wealth Management, Ltd.72,756$40.9M26.51%-2,29613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC72,732$40.9M11.48%-8,07313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC72,632$40.8M16.32%-5,04913F-HRTimeline
MCF Advisors LLC72,139$40.5M2.92%-1,06713F-HRTimeline
WEDBUSH SECURITIES INC71,627$40.2M1.48%+1,73613F-HRTimeline
Stonebridge Capital Advisors LLC71,544$40.2M3.27%+3,12513F-HRTimeline
BAILARD, INC.70,636$39.7M1.02%-11413F-HRTimeline
Capital Investment Advisors, LLC70,601$39.7M0.78%+2,53413F-HRTimeline
Alpha Financial Partners LLC70,465$39.6M31.76%+4,30413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC70,417$39.6M0.3%+1,22113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP70,404$39.6M0.59%+29913F-HRTimeline
High Note Wealth, LLC70,261$39.5M9.78%+3,59613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC70,723$39.5M4.36%-5,65113F-HRTimelineGroup
TD Waterhouse Canada Inc.69,917$39.4M0.32%-14,50313F-HRTimeline
Argent Trust Co69,971$39.3M1.61%+1,00413F-HRTimeline
J.W. COLE ADVISORS, INC.69,800$39.2M1.22%-10,56513F-HRTimeline
Capital Planning LLC69,791$39.2M10.97%-1,83213F-HRTimeline
1900 WEALTH MANAGEMENT LLC69,763$39.2M3.26%-1,59513F-HRTimeline
Mayflower Financial Advisors, LLC69,707$39.2M5.96%-3,15813F-HRTimeline
Kaye Capital Management69,646$39.1M15.97%-36013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC69,503$39.1M8.05%+7,60813F-HRTimeline
Advanced Asset Management Advisors Inc69,200$38.9M10.69%013F-HRTimeline
Sage Financial Management Group, Inc.69,053$38.8M14.08%+5,94413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC68,606$38.5M15.65%-1,98413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…68,166$38.3M0.04%+1,80813F-HRTimelineGroup
Prospera Financial Services Inc68,065$38.3M0.88%+1,59613F-HRTimeline
Kelly Financial Services LLC67,380$37.9M13.16%-1,64713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.67,067$37.7M27.35%-1613F-HRTimeline
Evercore Wealth Management, LLC67,064$37.7M0.61%-1,18713F-HRTimeline
Ironwood Wealth Management, LLC.67,006$37.7M11.56%+90113F-HRTimeline
Sovereign Investment Advisors, LLC71,445$37.6M13.07%-6,01313F-HRTimeline
Cornerstone Advisory, LLC66,786$37.5M4.38%+1,08613F-HRTimeline
Pinnacle Financial Partners Inc65,516$37.3M0.75%+3,51013F-HRTimeline
Wescott Financial Advisory Group, LLC66,067$37.1M3.85%-3,04113F-HRTimeline
Waterway Wealth Management, LLC65,860$37M15.42%+25,31713F-HRTimeline
ONE Advisory Partners, LLC65,828$37M15.8%-6,20013F-HRTimeline
New World Advisors LLC65,760$37M8.37%+31,75313F-HRTimeline
NDWM LLC65,696$36.9M36.08%-3,55113F-HRTimeline
Dorsey & Whitney Trust CO LLC65,354$36.7M2.12%+72113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers65,235$36.7M0.07%+12,66613F-HRTimelineGroup
Rehmann Capital Advisory Group65,062$36.6M2.3%-85913F-HRTimeline
WealthShield Partners, LLC64,657$36.3M4.68%+5,36813F-HRTimeline
Portland Global Advisors LLC64,638$36.3M4.58%+66313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC64,390$36.2M0.26%+43,43413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC64,081$36M0.99%+4,26813F-HRTimeline
HOWE & RUSLING INC64,026$36M3.03%+4,47313F-HRTimeline
IHT Wealth Management, LLC63,489$35.7M1.11%+43613F-HRTimeline
Waterloo Capital, L.P.63,415$35.6M3.31%+7,50113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.63,335$35.6M0.39%+27,35613F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC63,292$35.6M3.11%+3,66813F-HRTimeline
Washington Trust Bank63,143$35.5M3.55%-41213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORRIS FINANCIAL CONCEPTS, INC.63,075$35.4M14.87%+2313F-HRTimeline
Fort Henry Capital, LLC62,468$35.1M25.2%-1,25113F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc62,355$35M23.21%+9113F-HRTimeline
Capital Advisors Wealth Management, LLC62,282$35M6.18%+1,41413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp61,679$34.7M1.58%+34813F-HRTimelineGroup
AMS Capital Ltda61,143$34.4M14.16%new13F-HRTimeline
Salus Financial Advisors, LLC61,120$34.3M25.97%+43,04113F-HRTimeline
Chicago Partners Investment Group LLC60,688$34.2M1.14%+3,76113F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI60,704$34.1M2.56%+99013F-HRTimeline
USA FINANCIAL FORMULAS60,692$34.1M5.63%-1,61213F-HRTimeline
SACHEM HILL LLC60,690$34.1M6.7%-4,65113F-HRTimeline
Private Wealth Asset Management, LLC60,689$34.1M4.9%13F-HRTimeline
ENZI WEALTH62,032$34.1M13.79%+1,23513F-HRTimeline
Wealth Quarterback LLC60,611$34.1M19.16%-20,52013F-HRTimeline
Integrity Investment Advisors, LLC60,596$34M31.1%13F-HRTimeline
Valmark Advisers, Inc.60,429$34M0.51%+2,35013F-HRTimeline
Integris Wealth Management, LLC60,056$33.7M9.62%-1,13413F-HRTimeline
Caisse de depot et placement du Quebec60,000$33.7M0.07%new13F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.60,000$33.7M11.9%-70,00013F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …59,700$33.5M0.9%+18,56513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC59,583$33.5M1%+2,41113F-HRTimelineGroup
WealthBridge Capital Management, LLC59,520$33.4M9.45%-23613F-HRTimeline
Modern Wealth Management, LLC59,113$33.2M1.06%+12,99313F-HR/ATimeline
Pure Financial Advisors, LLC59,106$33.2M0.69%+19,88713F-HRTimeline
Next Capital Management LLC58,585$32.9M15.79%+1,35313F-HRTimeline
Avondale Wealth Management58,410$32.8M20.66%+2,84713F-HRTimeline
Bare Financial Services, Inc58,391$32.8M12.61%+98413F-HRTimeline
Pettinga Financial Advisors LLC58,141$32.7M7.68%-12,23213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM58,100$32.6M4.73%013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC57,867$32.5M1.2%-41613F-HRTimeline
Bellwether Advisors, LLC57,553$32.3M6.75%-2,21113F-HRTimeline
Woodward Financial Advisors, Inc.57,458$32.3M15.3%+23413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT57,448$32.3M4.01%+7,91713F-HRTimeline
SYON CAPITAL LLC57,371$32.2M2.62%+10,23113F-HRTimeline
HWG Holdings LP57,352$32.2M14.37%-28,51813F-HRTimeline
Treasurer of the State of North Carolina57,348$32.2M0.13%+36,58513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.57,336$32.2M29.77%-27613F-HRTimeline
CBM Financial, LLC54,129$32.1M26.11%13F-HRTimeline
Snider Financial Group57,059$32.1M10.42%+40213F-HRTimeline
ZynergyRetirementPlanningLLC54,243$31.9M22.65%+1,59013F-HRTimeline
Eldridge Investment Advisors, Inc.56,822$31.9M7.35%-2,40313F-HRTimeline
Fortitude Family Office, LLC56,784$31.9M11.41%+8,49613F-HRTimeline
Spectrum Strategic Capital Management, …56,719$31.9M19.99%+17413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.60,121$31.7M5.48%+2,44113F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC56,231$31.6M8.08%-3,77813F-HRTimelineGroup
NRI Wealth Management LC56,184$31.6M23.35%-3,94713F-HRTimeline
Sovran Advisors, LLC59,662$31.5M4.09%-4,40613F-HRTimeline
Vantage Financial Partners, LLC55,848$31.4M7.8%+51813F-HRTimeline
Windsor Capital Management, LLC55,675$31.3M9.6%-1,74813F-HRTimeline
Buffington Mohr McNeal55,647$31.3M6.17%+3,51913F-HRTimeline
Vermillion & White Wealth Management Gr…55,598$31.2M22.61%+16,62713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC55,580$31.2M2.68%-13,65013F-HR/ATimeline
US FINANCIAL ADVISORS, LLC55,534$31.2M9.22%-13113F-HRTimeline
David J Yvars Group55,528$31.2M24.55%+1,61013F-HRTimeline
BEACON FINANCIAL GROUP55,490$31.2M3.4%-1,46913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…55,800$31.1M0.03%-72,99213F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.55,295$31.1M3.34%+49413F-HRTimeline
Kilter Group LLC55,008$30.9M20.19%-3,57713F-HRTimeline
U.S. Capital Wealth Advisors, LLC54,941$30.9M0.95%+12,85713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …54,869$30.8M4.44%-2,39013F-HRTimeline
Cypress Wealth Services, LLC54,738$30.8M6.24%-5,23913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC54,287$30.5M2.37%-74913F-HRTimeline
Disciplina Capital Management LLC54,165$30.4M4.43%013F-HRTimeline
Advus Financial Partners, LLC54,065$30.4M13.02%-2,63713F-HR/ATimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP53,794$30.2M20.29%+2,47013F-HRTimelineGroup
Fermata Advisors, LLC53,512$30.1M5.44%-9,29213F-HRTimeline
Integrated Capital Management, LLC53,076$29.8M16.42%+30113F-HRTimeline
Clear Creek Financial Management, LLC53,040$29.8M3.09%-3,64813F-HRTimeline
SWS Partners52,884$29.7M9.75%-79013F-HR/ATimeline
BridgePort Financial Solutions, LLC52,849$29.7M13.39%+91513F-HRTimeline
PCA Investment Advisory Services Inc.52,825$29.7M15.69%+7,90713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…52,700$29.6M1.04%+5,66013F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC52,516$29.5M15.13%-31313F-HRTimeline
Axiom Financial Strategies, LLC52,443$29.5M17.47%-9013F-HRTimeline
BEACON FINANCIAL PLANNING, INC52,429$29.5M16.93%-48613F-HRTimeline
Coastline Trust Co52,408$29.4M3.66%+1,12713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EARNED WEALTH ADVISORS, LLC52,389$29.4M6.46%+30,81913F-HRTimeline
PACK Private Wealth, LLC52,370$29.4M17.5%-1,14213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC52,281$29.4M2.94%-1,50013F-HR/ATimeline
MIDDLETON & CO INC/MA52,235$29.4M3.43%-39513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …52,227$29.3M0.86%013F-HR/ATimelineGroup
VestGen Advisors, LLC52,103$29.3M1.33%13F-HRTimeline
DURANTE & WATERS, LLC51,900$29.2M24.51%+51513F-HRTimeline
Gradient Capital Advisors, LLC51,630$29M9.47%+1,25113F-HRTimeline
Good Life Advisors, LLC51,622$29M2.04%+15,30613F-HRTimeline
Dynamic Advisor Solutions LLC51,421$28.9M0.95%+1,53313F-HRTimeline
COREPATH WEALTH PARTNERS LLC54,517$28.9M27.49%+3,61113F-HRTimeline
RiverGlades Family Offices LLC51,341$28.8M20.76%-4013F-HRTimeline
SIGNATUREFD, LLC51,319$28.8M0.55%-77013F-HRTimeline
Elk River Wealth Management LLC50,992$28.7M5.36%+1,08813F-HRTimeline
Keystone Wealth Services, LLC50,912$28.6M7.75%-29013F-HRTimeline
Ballew Advisors, Inc52,860$28.4M19.04%+1,54313F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC50,412$28.3M26.05%+2,05013F-HRTimeline
Cascade Financial Partners, LLC50,405$28.3M3.57%+50213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD50,353$28.3M25.46%+3,27213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC50,275$28.2M10.19%-5,14713F-HRTimeline
CoreCap Advisors, LLC50,274$28.2M1.24%-10,05513F-HRTimeline
Lantz Financial LLC50,226$28.2M7.72%-6,58313F-HRTimeline
Atlas Legacy Advisors, LLC50,215$28.2M7.17%-1,45513F-HRTimeline
River Wealth Advisors LLC50,176$28.2M3.92%+1,05113F-HRTimeline
New Insight Wealth Advisors50,152$28.2M12.8%+3,40413F-HRTimeline
Kapstone Financial Advisors LLC50,094$28.1M15.92%+2,00013F-HRTimeline
CBIZ Investment Advisory Services, LLC50,030$28.1M1.38%+17,92213F-HR/ATimeline
Landing Point Financial Group, LLC49,550$27.8M21.11%-1,29813F-HRTimeline
VESTOR CAPITAL, LLC49,438$27.8M2.28%+1,80113F-HRTimeline
IFP Advisors, Inc49,320$27.7M0.85%+2,36613F-HRTimeline
Summit X, LLC49,205$27.6M5.81%-2,34013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …49,097$27.6M5.65%+44213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding48,954$27.5M+349Timeline
First National Bank of Hutchinson48,878$27.5M18.13%-1,10213F-HRTimeline
MRA Advisory Group48,779$27.4M14.63%+1,98213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…48,729$27.4M1.28%-3813F-HRTimeline
BG Investment Services, LLC48,625$27.3M29.43%+4,42313F-HRTimeline
MERIDIAN MANAGEMENT CO48,593$27.3M8.46%-16,84313F-HR/ATimeline
Compass Financial Group, Inc.48,543$27.3M14.01%-3913F-HRTimeline
Patton Albertson Miller Group, LLC48,517$27.3M4.05%+14,46513F-HR/ATimeline
Fort Point Capital Partners LLC48,433$27.2M3.04%-1,35513F-HRTimeline
Meridian Wealth Management, LLC48,346$27.2M1.32%-3,26613F-HRTimeline
One Capital Management, LLC48,324$27.2M0.92%+5013F-HRTimeline
NOTTINGHAM ADVISORS, INC.48,029$27M4.12%-54,74313F-HRTimeline
Ascent Capital Management, LLC47,969$27M27.14%+1,73613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…47,956$26.9M2.51%+1,32213F-HRTimeline
Valley Financial Group, Inc.47,933$26.9M17.87%+3,89813F-HRTimeline
World Investment Advisors47,924$26.9M0.7%+2,23113F-HRTimeline
Boulder Wealth Advisors, LLC47,794$26.9M15.63%+88013F-HRTimeline
Vivid Wealth Management, LLC47,693$26.8M13.41%+33213F-HRTimeline
ACT Advisors, LLC.47,673$26.8M14.54%-2,11013F-HRTimeline
Client First Capital LLC47,578$26.7M13.7%+62813F-HRTimeline
Orin Green Financial, LLC51,598$26.6M12.56%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC47,402$26.6M6.26%-3,37713F-HRTimeline
Sandy Cove Advisors, LLC47,315$26.6M10.68%-17913F-HRTimeline
Community Bank, N.A.47,132$26.5M3.55%-50,47913F-HRTimeline
Leverty Financial Group, LLC47,118$26.5M10.82%+87413F-HRTimeline
Peak Planning Group, LLC47,041$26.4M11.12%+67113F-HRTimeline
Verus Financial Partners, Inc.48,837$26.4M3.01%+77113F-HRTimeline
Aurdan Capital Management, LLC46,866$26.3M9.92%+16,22813F-HRTimeline
Matrix Trust Co46,838$26.3M4.44%+2,96713F-HRTimeline
Carbahal Olsen Financial Services Group…46,831$26.3M24.98%+43513F-HRTimeline
Altus Wealth Group LLC46,769$26.3M12.31%+11,59213F-HRTimeline
Verger Capital Management LLC46,138$25.9M11.4%+14313F-HRTimeline
Saiph Capital, LLC45,948$25.8M12.33%-23813F-HRTimeline
NorthLanding Financial Partners, LLC45,921$25.8M25.33%+4813F-HRTimeline
DIVERSIFIED TRUST CO45,831$25.8M0.64%+1,90313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV45,831$25.8M9.45%+1,70413F-HRTimeline
Financiere des Professionnels - Fonds d…45,800$25.7M1.66%+2,25013F-HRTimeline